XLE icon

Energy Select Sector SPDR Fund

744 hedge funds and large institutions have $4.03B invested in Energy Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 302 increasing their positions, 223 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-144
Holders Change %
-16.22%
% of All Funds
16.43%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.33%
New
150
Increased
302
Reduced
223
Closed
280
Calls
$1.44B
Puts
$1.37B
Net Calls
+$76.5M
Net Calls Change
+$1.62B
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
501
Flaharty Asset Management
Florida
$207K -$57.8K -1,993 -22%
LF
502
Lantz Financial
Illinois
$205K -$261 -9 -0.1%
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$205K +$205K +7,088 New
IC
504
Iconiq Capital
California
$203K +$9.68K +333 +5%
BFP
505
Briaud Financial Planning
Texas
$203K +$167K +5,732 +456%
PCM
506
Poehling Capital Management
Wisconsin
$203K +$203K +7,000 New
BAM
507
Belpointe Asset Management
Nevada
$201K -$319K -10,953 -61%
MMG
508
Monetary Management Group
Missouri
$200K +$21.8K +750 +12%
FT
509
Fiduciary Trust
Massachusetts
$200K +$200K +6,900 New
EW
510
Evoke Wealth
California
$196K +$196K +6,754 New
WG
511
Welch Group
Alabama
$196K +$196K +6,742 New
NFG
512
Next Financial Group
Texas
$194K -$333K -11,417 -63%
CFB
513
Cullen/Frost Bankers
Texas
$191K -$35.7K -1,234 -16%
VanEck Associates
514
VanEck Associates
New York
$181K -$331K -11,399 -65%
PCG
515
Private Capital Group
Connecticut
$180K +$180K +6,194 New
NSIM
516
North Star Investment Management
Illinois
$177K +$45.6K +1,574 +35%
PIA
517
Powell Investment Advisors
Florida
$177K +$110K +3,777 +164%
GWS
518
Glassman Wealth Services
Virginia
$172K +$172K +5,920 New
WCG
519
Weaver Consulting Group
California
$171K -$104K -3,567 -38%
AF
520
Advisornet Financial
Minnesota
$171K -$31.6K -1,085 -16%
FHA
521
First Horizon Advisors
Tennessee
$169K +$101K +3,505 +148%
PGAM
522
Princeton Global Asset Management
New Jersey
$167K -$14.2K -490 -8%
AF
523
Arrow Financial
New York
$166K +$10K +345 +6%
SWM
524
Sugarloaf Wealth Management
Georgia
$155K +$100K +3,450 +184%
HNB
525
Huntington National Bank
Ohio
$153K +$44.3K +1,529 +41%